Account Manager, Wealth Management Advisory

Northern Trust

**
Maintaining client relationships
Coordinating account administration
Responding to client inquiries
** Northern Trust is seeking an Account Manager for their Wealth Management Advisory team to enhance client relationships and oversee complex account administration. This office-based role requires strong communication skills and in-depth knowledge of fiduciary services, emphasizing collaboration and problem-solving within a supportive company culture. **

Job Summary

  • The Account Manager will be responsible for maintaining client relationships by coordinating administration of complex fiduciary, investment management, estate settlement, guardianship, and/or custody accounts.
  • This is an office-based position and for the effective performance of this role, the duties and responsibilities must be carried out onsite.
  • Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities.

Matching Summary

Match Score: 75

** Northern Trust is seeking an Account Manager for their Wealth Management Advisory team to enhance client relationships and oversee complex account administration. This office-based role requires strong communication skills and in-depth knowledge of fiduciary services, emphasizing collaboration and problem-solving within a supportive company culture. **

Skills & Requirements

Must-have

  • maintaining client relationships
  • coordinating account administration
  • responding to client inquiries
  • producing action plans and reports
  • overseeing transaction processing
  • working knowledge of governing documents

Nice-to-have

  • flexible and collaborative work culture
  • exploring new ideas
  • assisting communities
  • creative and proactive measures

Key Requirements

  • In-depth Functional / Industry Knowledge
  • Knowledge of internal bank trust functions
  • Analytical, problem solving, and organizational skills
  • College or University degree and/or relevant proven work experience is preferred
  • Demonstrated experience in financial servicing or related experience/credentials preferred

Work Rights

Not specified

Tailored Resume

Cover Letter